TurboApp allows IRIS CRM users to seamlessly board new merchants directly to the Priority Payments processor. To get started, select the New Application option from the TurboApp menu. The Start New Application page will open:
The TurboApp experience will differ depending on which processor is selected. However, the steps in this article are specific to Priority Payments. If that option is not already selected by default in the Application Processor dropdown menu, select it from the list of available options.
Next, choose options from the Priority Processor, Sales Rep, and Processor Sales Rep dropdown menus. Once all options have been selected, click the Start Application button. You will be taken to the Corporate Information page.
Corporate Information Page
This page consists of five sections, the first of which is the Business Information section:
For this section, the following fields are required:
- Legal Name
- Legal Address
- Legal Zip Code
- Legal City
- Legal State
- Legal Phone
- Federal Tax ID
- Confirm Federal Tax ID
- Years in Business
- Email Address
- DBA Name
- DBA Address
- DBA Zip Code
- DBA City
- DBA State
- DBA Phone
If you try to proceed without data in any one of these fields, a red call-out will appear above the field to remind you that it is required:
After entering all necessary data in the 'Location' fields, you can save time by clicking the Copy Information to DBA button. Data from the 'Legal fields will be copied to corresponding 'DBA' fields:
The next section on this page is the Owner Information section:
For this section, the following fields are required:
- First Name
- Last Name
- Date of Birth
- % Ownership
- Residence Address
- Residence Zip Code
- Residence City
- Residence State
- Home Phone
If there is more than one owner, select the Yes radio button under the 'Second Owner?' label. A Second Owner Information section containing the same fields as the First Owner section will open up directly below:
After completing the First Owner and Second Owner (if applicable) sections, the Business Profile Information section where you enter specific data on the merchant business.
The only required fields in this section are SIC Code and Type of Goods or Services. When you enter the first few digits of the SIC Code, you will be presented with a list of options. The one selected will populate the Types of Goods or Services field:
The Total in the Sales & Card Information section must equal 100%:
As you can see in the image above, the sum both Total fields of all four fields is in green. If either one of these columns did not add up to 100%, the sum would be red and the user would be blocked from proceeding to the next page:
The Site Survey Report is the last remaining fields on this page. All fields are populated with default options that can be set on the Edit Default Values page.
After all necessary and desired data is entered, click Next to proceed to the Financial Profile page.
Financial Profile Page
This page consists of sections relating to banking and other financial data concerning the merchant's business.
The first section, Bank Accounts has no required fields. The Account Name field will auto-populate with the Legal Name of the business.
The Bank Name field will auto-populate when you enter a valid ABA Routing #:
If the Yes dropdown option is selected under the Separate Account for Deposit label, four new fields will open where you can enter any applicable data:
The Risk & Underwriting Parameters section provides space for VISA/MC/DISC and AMEX monthly volume data. All fields in this section are optional and are not required to advance to the next page:
The Deployment Options section is required. The user must select both a Terminal and a Start Up Kit in order to proceed to the next page.
Open the Equipment Type dropdown menu and select 'Terminal.' Then select the relevant options from the Manufacturer, Model, Application Name, and Template (If necessary) dropdown menus. When all desired data has been selected, click the blue 'plus' button to add the Terminal.
Once the Terminal has been added, select 'Start Up Kit' from the Equipment Type dropdown menu and repeat the process. Once both equipment types have been added, you will not be blocked from proceeding to the next page.
If the merchant's 'Sales Card Total' is less than 80%, a section for MOTO Addendum section will appear. Nearly all fields in this section are required. If the merchant's 'Sales Card Total' is 80% or higher, this section will not appear and the user can proceed to the next page.
Once all necessary and desired data has been entered, click the Next button to proceed to the Rates & Fees page.
Rates & Fees Page
On this page, you can customize discount rates and fees for each of the four major card types as well as choose additional services such as PIN-Debit, EBT, and others.
First, select Pricing Formats from the available options:
- Rate Type
- Pricing Type
The available fields for each section will change depending on which options selected.
In the MasterCard section, there are two columns - Credit and Debit. Enter your custom discount rates, fees, or tiered rates (if applicable).
If you click the Copy Fees button, the rates set for MasterCard will be copied to the corresponding fields in the VISA, Discover, and AMEX sections.
To Choose Additional Services, select the desired checkboxes below the Card Fees. Sections for the selected options will appear below:
A variety of Additional Credit Card Fees & Custom Fees can be added from the sections below 'Choose Additional Services' section:
The final section is the Billing Flags section. Like all other sections on this page, all fields are optional.
Once you have entered all the desired data, click the Next button to proceed to the Submit to Priority Payments page.
Submit to Priority Payments Page
This page allows you to review your data and make additional edits before submitting.
If there are errors in the application, you will see a warning at the top of the page:
Click the Check Application for Errors button to see what specific errors are blocking submission. You can correct the error by returning to the page and location specified in the red warning text. After correcting the issue, return to the 'Submit to Priority Payments' page. If there are no other errors, a scroll-able Review Panels will display:
Scroll though the data via the Review Panel and check your data. If you come across any fields or sections you would like to edit, you can jump back to the desired section by clicking the button for the applicable page (located at the top of the page above the 'You are now boarding...' text).
If you would like to print, the page or save it as a PDF, click the Print button and select the desired settings. You can also open a dialog that will allow you to link Users or change the Sales Rep by clicking the Options button.
Once you have verified all data is accurate, select the Terms & Conditions checkbox and click the Submit Application button.
If there is an error blocking the submission, red text describing the location and specific problem will appear above the Submit Application button.
After correcting the issue, return to the Submit page, re-select the Terms and Conditions, and click the Submit Application button. If there are no additional errors, you will see a message informing you that the application was submitted successfully.